Morningstar

Morningstar

Posted via Workday

Finance Analyst

Posted Sep 3, 2026

Role at a glance

Salary
Not Disclosed
Location
Mumbai
Work arrangement
Hybrid
Employment
Full-time
Education
Bachelor's

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About the role

Original posting provided by Morningstar

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Financial Analyst

Responsibilities:

  • Support central functions in budgeting, forecasting, performance analysis, and financial modeling, ensuring alignment with the organization’s long-term strategic plan.
  • Support in providing detailed spend analysis to business units and leaders, helping them understand key drivers of financial movements
  • Collaborate across all businesses and regions to ensure consistency of FP&A processes with central requirements for your respective areas.
  • Support the global FA’s on providing insights on the queries raised, on case-to-case basis.
  • Perform financial modeling for central functions and provide insightful analysis for decision-making.
  • Identify risks and opportunities and develop a mitigation plan collaborating with the relevant stakeholders.

Qualifications:

  • A Bachelor’s degree with CA qualifications mandatory.
  • Candidate should be detail-oriented and a thought leader with strong analytical, problem-solving, and communication skills to influence decisions and outcomes.
  • Ability to multi-task and manage shifting priorities and deadlines.
  • Ability to work well on large and small cross-functional teams.
  • Advanced proficiency in Microsoft Excel is essential.

Morningstar is an equal opportunity employer.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

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Morningstar

About the company

Morningstar

Large Enterprise

Morningstar is a leading provider of independent investment research, helping investors make informed decisions by offering insights on mutual funds, stocks, and other financial vehicles. Founded in 1984, the company is recognized for its extensive data analytics, robust software solutions, and a commitment to transparency in financial reporting. Morningstar serves a diverse client base, including individual investors, financial advisors, and institutional clients, with a mission to empower investment decisions through unbiased information and innovative tools. With a global presence and a strong reputation for reliability, Morningstar is at the forefront of the financial services industry.